LWM
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Liberty Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Liberty Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.2M Sell
4,589
-32,123
-88% -$3.52M 0.4% 59
2026
Q1 		$3.2M Buy
36,712
+4,512
+14% +$415K 0.4% 59
2025
Q4 		$3.03M Sell
32,200
-1,192
-4% -$113K 0.39% 54
2025
Q3 		$3.12M Buy
33,392
+1,688
+5% +$147K 0.44% 51
2025
Q2 		$2.63M Buy
+31,704
New +$2.31M 0.41% 53
2025
Q1 		– Sell
-34,736
Closed -$2.72M – 206
2024
Q4 		$2.72M Buy
34,736
+552
+2% +$42.4K 0.45% 48
2024
Q3 		$2.51M Sell
34,184
-2,462,256
-99% -$175M 0.43% 49
2024
Q2 		$2.61M Buy
2,496,440
+2,460,640
+6,873% +$164M 0.48% 46
2024
Q1 		$2.35M Buy
35,800
+35,352
+7,891% +$2.24M 0.46% 44
2023
Q4 		$2.19M Sell
448
-33,352
-99% -$1.86M 0.47% 44
2023
Q3 		$1.75M Buy
33,800
+1,144
+4% +$62.2K 0.44% 45
2023
Q2 		$1.8M Buy
32,656
+504
+2% +$25.3K 0.45% 39
2023
Q1 		$1.55M Buy
+32,152
New +$1.42M 0.32% 56
2022
Q3 		$1.23M Sell
31,888
-1,184
-4% -$52.1K 0.33% 45
2022
Q2 		$1.35M Sell
33,072
-416
-1% -$18.7K 0.55% 41
2022
Q1 		$1.74M Buy
+33,488
New +$1.72M 0.63% 38
2021
Q4 		– Sell
-38,840
Closed -$2.13M – 52
2021
Q3 		$1.98M Buy
38,840
+6,272
+19% +$325K 0.71% 31
2021
Q2 		$1.62M Sell
32,568
-6,496
-17% -$306K 0.63% 29
2021
Q1 		$1.76M Hold
39,064
– – 0.86% 24
2020
Q4 		$1.76M Sell
39,064
-16
-0% -$658 0.86% 24
2020
Q3 		$1.52M Buy
39,080
+3,688
+10% +$139K 0.9% 23
2020
Q2 		$1.23M Sell
35,392
-6,384
-15% -$199K 0.87% 22
2020
Q1 		$1.11M Sell
41,776
-416
-1% -$12.6K 0.97% 22
2019
Q4 		$1.29M Sell
42,192
-2,520
-6% -$72.1K 1.02% 18
2019
Q3 		$1.21M Sell
44,712
-720
-2% -$19.4K 1.14% 15
2019
Q2 		$1.2M Sell
45,432
-248
-0.5% -$6.4K 1.05% 13
2019
Q1 		$1.15M Buy
45,680
+16
+0% +$372 0.86% 14
2018
Q4 		$952K Buy
+45,664
New +$1.03M 0.71% 18

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Liberty Wealth Management's VGT Position: Q2 2026 in Review

Liberty Wealth Management reduced its Vanguard Information Technology ETF (VGT) stake by 88% in Q2 2026, selling an estimated $3.52M and leaving 4,589 shares worth $3.2M. The position accounts for 0.4% of the portfolio, ranked #59.

Liberty Wealth Management first reported a position in VGT in Q4 2018 and has held it in 28 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Liberty Wealth Management held 4,589 shares of Vanguard Information Technology ETF worth $3.2M as of Q2 2026.
  • Liberty Wealth Management sold 32,123 Vanguard Information Technology ETF shares in Q2 2026, an estimated $3.52M.
  • Vanguard Information Technology ETF made up 0.4% of Liberty Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Liberty Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.